Private Wealth Management Group, LLC
Q3 2026 13F filing
Updated 17 days ago1,521 disclosed positions worth $444.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $43.2M | 824.5K | 9.71% | Added(+9071.5%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $39.6M | 890.7K | 8.90% | Added(+9344.9%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $34.9M | 682.9K | 7.85% | Added(+9396.0%) |
| 4 | C DIMENSIONAL ETF TRUST | $25.9M | 624.3K | 5.82% | Added(+13126.9%) |
| 5 | V VANGUARD SCOTTSDALE FDS | $24.8M | 437.9K | 5.58% | Added(+7852.9%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $22.3M | 562.6K | 5.03% | Added(+11795.1%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $20.3M | 539.4K | 4.56% | Added(+11220.9%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $17.5M | 646.5K | 3.93% | Added(+15641.1%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $17.4M | 159.1K | 3.91% | Added(+18813.8%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $14.3M | 172.1K | 3.21% | Trimmed(-0.1%) |
| 11 | ? N/A AMERICAN CENTY ETF TR | $13.9M | 118.2K | 3.13% | Added(+16409.6%) |
| 12 | A APPLE INC | $11M | 33.0K | 2.47% | Added(+1.8%) |
| 13 | P PALANTIR TECHNOLOGIES INC | $9.4M | 50.3K | 2.12% | Trimmed(-9.8%) |
| 14 | S SPDR SERIES TRUST | $8.8M | 99.0K | 1.97% | Added(+15895.0%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $8.3M | 192.5K | 1.87% | Added(+9940.9%) |
| 16 | J J P MORGAN EXCHANGE TRADED F | $6.8M | 142.8K | 1.53% | Added(+42.2%) |
| 17 | E ISHARES TR | $6.2M | 61.4K | 1.40% | Trimmed(-6.5%) |
| 18 | E ISHARES TR | $5M | 47.9K | 1.13% | Trimmed(-2.7%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $4.5M | 67.2K | 1.00% | Trimmed(-3.1%) |
| 20 | Q INVESCO QQQ TR | $4M | 5.4K | 0.90% | Trimmed(-2.1%) |
| 21 | V VANGUARD INDEX FDS | $3.7M | 10.0K | 0.84% | Trimmed(-1.5%) |
| 22 | V VANGUARD MALVERN FDS | $3.4M | 68.5K | 0.76% | Added(+102137.3%) |
| 23 | M MICROSOFT CORP | $3M | 5.9K | 0.68% | Added(+4.2%) |
| 24 | N NVIDIA CORPORATION | $2.7M | 11.9K | 0.61% | Trimmed(-8.0%) |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $2.7M | 57.2K | 0.61% | Added(+41.2%) |
| 26 | V VANGUARD TAX-MANAGED FDS | $2.7M | 38.1K | 0.60% | Added(+0.7%) |
| 27 | E ISHARES TR | $2.7M | 52.9K | 0.60% | Added(+17902.7%) |
| 28 | J JOHNSON & JOHNSON | $2.7M | 10.0K | 0.60% | Added(+0.0%) |
| 29 | ? N/A AMERICAN CENTY ETF TR | $2.3M | 24.9K | 0.53% | Trimmed(-3.0%) |
| 30 | J JPMORGAN CHASE & CO | $2.3M | 6.9K | 0.51% | Added(+185.3%) |
| 31 | ? N/A AMERICAN CENTY ETF TR | $2M | 21.8K | 0.44% | Trimmed(-14.5%) |
| 32 | ? N/A AMERICAN CENTY ETF TR | $1.9M | 14.7K | 0.42% | Trimmed(-29.3%) |
| 33 | P PROCTER & GAMBLE CO | $1.7M | 11.4K | 0.37% | Added(+203.6%) |
| 34 | E ISHARES TR | $1.6M | 7.2K | 0.37% | Unchanged |
| 35 | B PRINCETON BANCORP INC | $1.6M | 36.4K | 0.35% | Trimmed(-3.6%) |
| 36 | G ALPHABET INC | $1.5M | 4.4K | 0.34% | Trimmed(-0.8%) |
| 37 | E ISHARES TR | $1.4M | 9.6K | 0.31% | Unchanged |
| 38 | Q QUALCOMM INC | $1.3M | 7.3K | 0.30% | Added(+635.7%) |
| 39 | E ISHARES TR | $1.3M | 60.3K | 0.30% | Added(+7.9%) |
| 40 | B BERKSHIRE HATHAWAY INC DEL | $1.3M | 2.6K | 0.29% | Added(+775.0%) |
| 41 | ? N/A ISHARES TR | $1.3M | 25.8K | 0.29% | Added(+21428.3%) |
| 42 | S SELECT SECTOR SPDR TR | $1.3M | 7.6K | 0.28% | Trimmed(-4.1%) |
| 43 | A AMAZON COM INC | $1.1M | 4.3K | 0.24% | Added(+1.3%) |
| 44 | E ISHARES TR | $1.1M | 14.8K | 0.24% | Added(+1.4%) |
| 45 | S SPDR SERIES TRUST | $1M | 10.2K | 0.23% | Trimmed(-4.0%) |
| 46 | E ISHARES TR | $1M | 10.1K | 0.23% | Trimmed(-23.4%) |
| 47 | E ISHARES TR | $1M | 9.7K | 0.23% | Unchanged |
| 48 | V VANGUARD BD INDEX FDS | $935K | 13.3K | 0.21% | Trimmed(-5.5%) |
| 49 | E ISHARES TR | $892K | 8.9K | 0.20% | Added(+0.2%) |
| 50 | A BROADCOM INC | $870K | 2.5K | 0.20% | Added(+59.3%) |